Relationship Manager - Mutual Funds

To up sell MF products to Retail / HNI Clients as per the assigned database generation of fresh leads through reference to shore up the clientele.

Achieving the business targets assigned in terms of up selling enhancing and upgrading the Client Net worth relationships.

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client / HNI customers

Providing Investment planning and advice

One point contact for the assigned customer

Acquisition & Servicing of HNI / UHNI customers.

Preference to NISM Certified candidates with experience in managing Retail / HNI Clients with in depth knowledge of Mutual Funds.

Role is to maximize sales by planning and implementing organization strategies / activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF

investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 450000 - 700000